The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Ford spends more per car on healthcare than on steel, Lannart says
“And the reality is Ford spends more money per car on health insurance than it does steel.”
Stripe requires separate country integrations while BlueSnap uses one, claims Dangelmaier
“Well, Stripe is, is it's similar to what Stripe does because Stripe does that in a single country. What we've done is we've been able to globalize it through many countries through one integration. So with Stripe, you have to go do it say seven times against s…”
DiscoverOrg's aggregate net revenue retention across all tiers approaches 100%
“It's close to a hundred.”
Olark Created the First Floating Website Chat Box Widget
“And then over time because we are the first people who put this little floating chat box on the internet that created some virality. So like, you know, someone adds this to the site they see it's Olark and then they want it for their own site. Nowadays, that s…”
Schneider: Domo Raised $600M and Went Public at a Loss
“Domo is a competitor in our space that raised, I think, six hundred million dollars went public. And it's trading at last I checked less than that. And they certainly went public for a net loss for their investors.”
Glidden: Introhive has 100,000 seats deployed at PwC
“We're not one of those companies that has, you know, five seats at PwC, you know, we've got a 100,000 seats at PwC.”
Intercom and Drift Lack Deep Out-of-the-Box Backend Integrations
“Neither intercom nor drift provides the service. I mean, it's too hard to integrate your services.”
Saarenvirta: Daisy Intelligence can reach $1B valuation with 50 enterprise customers
“We envision if we get to about 50 to 60 customers, we think we'll be in the, you know, close to a billion dollar valuation, and we're already at, kind of, 17 today, so it doesn't seem like a stretch that over the next three years we could, we can get to that, …”
Airbnb's gross booking volume is approaching $100 million per day
“It's probably close to it's getting, it's approaching a hundred million dollars a day. I would say going through Airbnb.”
Keil claims Micro Focus's legacy HP software business is declining rapidly
“HP merged with its software business with Microfocus a year ago. And it's again, public record that that business has been declining very rapidly.”
Almond: $18T in US commercial payments are still done in paper checks
“There's 18 trillion dollars in commercial payments in the US alone still done in paper checks”
Prince: Cloudflare does not run on AWS, Azure, or Google Cloud
“So we're not running on top of AWS or on top of Azure or Google. We actually had to build the network out ourselves.”
Latka: Infusionsoft cut monthly churn from 8% to 2% with onboarding fee
“When Clayt added a 2500 dollar service fee at the beginning of the sales process, his customers became more invested. He also started attracting more serious customers while weeding out those who never intended to pay for the service. He could also afford to p…”
Agarwal: Vista has the highest IRR of any North American PE firm
“Vista has now had the highest IRR of any private equity firm in North America.”
Agarwal: Vista Equity Partners has never lost money on an acquisition
“They've never lost money. And any acquisition in their history, which no company can say.”
Eruimy: Shopify locks users in by owning their merchant data
“Because Shopify, you, you're in a closed environment. So your data are owned by Shopify. And if you want to shift to something else, you have to rebuild your store from scratch.”
CEO John Oechsle Predicts SwiftPage Will Reach $100M ARR By Mid-2021
“No, I'd say give me about two, two and a half years.”
Lee: ProsperWorks is the only CRM recommended by Google
“And, you know, to the point of the Google relationship, we are the only CRM that's actually recommended by Google.”
Gordy: Blackbaud locks nonprofit customers into one- to four-year contracts
“Then they might be under a one, two, three, four year contract due to some of our competitors like BlackBaud that have really held people in for long-term contracts and really kind of got their nails in.”
Remote Workers Are Less Likely to Desire Long-Term Tenure, Research Shows
“The research that we did with Virgin pulse revealed the opposite, revealed that if you work remote, you're much less likely to want a longterm career, your company without the social interactions that you get in a physical office space. And if you aren't using…”
Budman: Backblaze stores about half as much data as Dropbox
“And at this point we are storing about half as much data as Dropbox.”
Kidron: China deal pays Oramed $50M and 10% royalties, implying $1B valuation
“They're paying us fifty million dollars and 10% royalties, and they've been investing hundreds of millions of dollars into the facility of the building in China, and China is five percent of the global market of diabetes, so the value that they gave us, this f…”
Mattress companies typically traded at 3x to 4x revenue in 2018
“It's valued on the basis of maybe three or four times revenue.”
Fessler: Total Market for IP Protection Is Under $50M
“I would be surprised if the size of the total market today For intellectual property protection is more than 25 or fifty million dollars.”
Furutan: Contest Factory owns patents for online contests and voting
“And in fact we, as you mentioned, we own the patents on online contests and voting.”
Gannett: Everyone with an IQ over 104 has equal creative potential
“The science tells us is that everyone with an IQ over a 104 has the same creative potential. That's over 40% of the entire world.”
Brian Miles: Zirtual imploded due to poor financial management
“Zurchal imploded two years ago and was sold to this organization that now owns it in Columbus, Ohio, because they didn't manage their money very well.”
Ghosh: Rwango is the only Wi-Fi proximity marketing company globally
“And we are the only guys in the world who do wifi based proximity marketing.”
Lemp: Revcontent did $184 million in gross revenue in 2016
“So according to Inc, I mean, I can't share our current numbers, but according to Inc, we did a hundred and eighty four million last year.”
Google maintains search ranking neutrality between new and legacy domain extensions.
“Google will say that, that new TLD and legacy TLDs they are in different. I'm sorry, top level domain. I hate it when I do that. So whether, so, so Google will say that there is no, a different, you know, bias one way or the other.”
Latka: Y Combinator-backed Segment generates over $20M in monthly recurring revenue
“YC backed over twenty million in MRR. Twenty million monthly.”
Johns Hopkins researchers replaced heart attack scar tissue using banked stem cells
“At Johns Hopkins, they took these bone marrow derived mesenchymal stem cells, that same ones we store for you. And they grew them and introduced them into the damaged area of a person's heart after they had a heart attack. And they were able to grow healthy ti…”
Osetek: Roughly 90% of New US Digital Ad Dollars Go to Google and Facebook
“So a lot of studies, at least in the U S have shown that something like 90% of the new digital dollar dollars going into digital have been going to Facebook and Google.”
Nancy Ham targets $100M ARR for WebPT by 2020
“Oh, twenty-twenty is our target. Now that is our BHAG, our big, hairy, audacious goal, but that's what we're shooting for.”
Gutenberg lets anyone build New York Times-style rich layouts for free
“What New York Times spent probably tens of thousands of dollars to do a few years ago will be able to enable anyone with WordPress and Gutenberg to do just kind of out of the box.”
Smith: Qualtrics is and has always been cash-flow positive
“Makeup that we have at Qualtrics where we're cashflow positive.
We've always been, it was really nice to be able to say, Hey here's an opportunity to have some liquidity and, you know, kind of get acclimated a little bit to what life is going to be like for a…”
App builder competitor BuildFire started as a Bizness Apps partner
“Build fire for one used to be a partner of ours.”
Foster: Zapier has grown profitably on customer revenue since 2012 $1M seed
“We did do a small round when we were first getting started, so we went through Y Combinator and then raised I mean, what today is a modest seed round, about a million dollars in September, twenty-twelve. But since then, we've grown profitably and on customer r…”
Lamson predicts JazzHR will hit 25,000 paid customers by 2020
“We have a lofty goal of getting to 25,000 paid customers by the end of twenty-twenty. We're at 3000 now.”
Mediaocean claims to be the only adtech firm covering all media types
“We're the only ad tech company that is across all those media types.”
Sridhar: Kinvey coined and created the 'backend as a service' category
“We coined the phrase and created this category, and now it's a thing.”
Thomas: SCB and SBI Remit use Ripple to cut remittance costs by 90%
“So they are licensing our technology, and then another company called SBI Remit in Japan is also licensing our technology. So they've come together and they've created a partnership where people in Japan, there's about 45,000 Thai people that are living in Jap…”
Dash was the first cryptocurrency to introduce instant transactions
“One is, we're the first cryptocurrency to introduce instant transactions.”
BitCart disabled Bitcoin payments after Dash drove 90% of business
“We have funded BitCart who, an integration into BitCart. They're a service that allows you to buy Amazon gift cards for 15% discount. And after integrating Dash, they actually disabled Bitcoin because Bitcoin transactions were taking a long time. They were cau…”